Using JRNI
Appointments
Calendar overview
Creating appointment bookings
Locating bookings and customers
Blocking out time on the calendar
Rescheduling and canceling bookings
Adding attendees to existing and upcoming bookings
Changing the staff member or resource on an upcoming booking
Creating pre and post appointment questions
Using Check In for appointments
Creating and managing bookings via Call Center
Parent and Child level overview
Locations overview
Personal Booking Links
Resolving conflicting shift patterns
Staff
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
Configuring availability by method
Services
Creating and editing Services
Configuring the reservation workflow
Categories
Creating service schedules
Resources
Analytics
Analytics overview
Using the Basic Dashboard
Using the HQ Dashboard
Using the Appointment Dashboard
Using the Event Dashboard
Using the Conversion Dashboard
Using the Capacity Dashboard
Exploring the library of Dashboards and Reports
Sending, scheduling, and downloading Reports/Dashboards
Creating and modifying a Dashboard
Creating your own Reports
Setting up KPI targets and alerts
Filtering Dashboard and Report data
Using Table Calculations
Drilling down into your data
Google Analytics - New Customer Journeys
Using the lead time dashboard
Booking journeys
Appointment automation
Virtual Queuing
Overview of JRNI Virtual Queuing
Setting up a virtual queue
Overview of the Concierge page
Setting up and managing a display board
Managing live queues via the Concierge page
How customers can join a live queue
Events
Branding
How to translate your content
Account Settings & Administration
How to reset or update your JRNI password
Understanding user roles and permissions
Creating and managing user access
Connectors & API
Calendar
Video
CRM
Salesforce
Guide to Salesforce Integration with JRNI
Set up the data sync
Map customers, appointments and events
Link JRNI staff to Salesforce users
Standard and Custom object mapping
Use Studio inside Salesforce
Manage user permissions and profiles
Set up a booking journey in Salesforce
Add BookingBug updates to Chatter
Integrating with Yext for JRNI Appointments
Release notes
V7.23.0 (July 31 2023)
V7.22.0 (July 24 2023)
V7.21.0 (July 18 2023)
V7.20.0 (July 5 2023)
V7.19.0 (June 29 2023)
V7.18.0 (June 26 2023)
V7.17.0 (June 14 2023)
V7.16.0 (June 8 2023)
V7.15.0 (June 1 2023)
V7.14.0 (June 7 2022)
V7.11.0 (April 24 2023)
V7.10.0 (April 20 2023)
V7.9.0 (April 12 2023)
V7.8.0 (April 5 2023)
V7.7.0 (March 30 2023)
V7.6.0 (March 29 2023)
V7.5.1 (March 20 2023)
V7.5.0 (March 16 2023)
V7.4.0 (March 11 2023)
V7.3.0 (March 9 2023)
V7.2.0 (March 8 2023)
V7.1.0 (March 6 2023)
V7.0.0 (February 9 2023)
Table of Contents
- All Categories
- Using JRNI
- Analytics
- Using the Capacity Dashboard
Using the Capacity Dashboard
Updated
by Tara
The Capacity Dashboard provided in JRNI Analytics displays an overview of bookable capacity across the business, including staff capacity by region or branch/store. Use this dashboard to help inform operational decisions, track uptime/downtime, and understand who/where is at their busiest.
Report types
JRNI Analytics comes with a template library of reports (Looks) which, for the Capacity Dashboard, includes the below:
- Overview capacity per person per location (this week): overview of shift pattern, bookable time, and booked/blocked time per person for this week.
- Overview capacity per person per location (next week): overview of shift pattern, bookable time, and booked/blocked time per person for next week.
- Most booked person: Staff with the highest booked/blocked time per hour for the upcoming 4 weeks.
- Most booked location: Location with the highest booked/blocked time per hour for the upcoming 4 weeks.
- % of time available: what is the % of shift patterns of all the staff/location is bookable.
- % of time unavailable: what is the % of shift patterns of all the staff/location is booked/blocked.
With Analytics Plus, on top of viewing the Capacity dashboard, existing reports can be removed and newly-created reports can be added.
FAQs and Troubleshooting
How often does the dashboard update?
The Capacity Dashboard updates every 24 hours.
How many days in the future does the dashboard display?
The Capacity is calculated for the upcoming 30 days.
How can I filter the dashboard to a set time period?
You can filter the Capacity Dashboard (or any other dashboard) using filters. For example, if you wanted to view capacity for the next 7 days, you could apply the “Date of calculation” field which will show you capacity starting today, for the next 7 days.
Still have questions?
If you have any further questions about using the Capacity Dashboard, please contact JRNI Customer Support, who will be happy to help.